Sequoia CPE

Investment Strategies and Planning

Investment Strategies and Planning	This course provides practitioners with a nuts and bolts look at the financial markets, and estate and retirement planning. Areas addressed include estate planning as a component of financial planning, tax considerations in financial planning, government regulation of the financial markets, common investment vehicles, retirement planning vehicles, and more.

Course Info:

  • Course #: 4000C
  • Delivery: Self-Study
  • CPE Hours: 24
  • Course Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • NASBA Area of Study: Finance
  • Total Pages: 462
  • Questions: 120

Course Objectives

Table of Contents

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Annual Membership: $149

Receive unlimited access to all courses offered by Sequoia CPE for 1 year (no ethics included).

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Sequoia CPE is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.